+202.5%
WMT vs U
-33.1%
+235.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | +0.4% |
| 7D | -1.2% | +2.8% | -4.0% | -1.3% |
| 30D | +12.4% | +7.6% | +4.8% | +12.1% |
| 3M | +9.0% | +12.7% | -3.7% | +8.6% |
| 6M | -3.0% | +87.0% | -89.9% | -4.7% |
| YTD | +14.0% | +13.6% | +0.4% | +13.3% |
| 1Y | +23.0% | +25.3% | -2.3% | +21.7% |
| 3Y | +135.1% | +85.8% | +49.3% | +124.7% |
| 5Y | +172.7% | -74.5% | +247.2% | +168.4% |
| All | +202.5% | -33.1% | +235.6% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded U wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling